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Virtus Dividend, Interest & Premium Strategy Fund

CIK: 0001260563 NFJ Equity
Report date: 2026-03-31
AUM $1.4B
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

From latest SEC N-PORT filing · US-listed stocks only

108 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.03 -679
2 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -1,254
3 ALNY ALNYLAM PHARMACEUTICALS Since 2026-05-10 02043QAB3 Debt
0.14%
$1.99 1,525,000
4 TMDX TRANSMEDICS GROUP INC Since 2026-05-10 89377MAB5 Debt
0.08%
$1.08 675,000
5 MSTR STRATEGY INC Since 2026-05-10 594972887 Equity (Preferred)
0.05%
$0.65 7,645
6 RIOT RIOT PLATFORMS INC Since 2026-05-10 767292AB1 Debt
0.14%
$1.90 1,445,000
7 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
0.86%
$11.84 14,422
8 JOBY JOBY AVIATION INC Since 2026-05-10 47775AAA9 Debt
0.10%
$1.38 1,355,000
9 CBOE CBOE GLOBAL MARKETS, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -126
10 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
0.31%
$4.22 5,010,000
11 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.15%
$15.88 180,648
12 MP MP MATERIALS CORP Since 2026-05-10 553368AC5 Debt
0.11%
$1.50 525,000
13 ALHC ALIGNMENT HEALTHCARE Since 2026-05-10 01625VAB0 Debt
0.25%
$3.48 2,095,000
14 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -693
15 FE FIRSTENERGY CORP Since 2026-05-10 337932AS6 Debt
0.23%
$3.11 2,860,000
16 COGT COGENT BIOSCIENCES INC Since 2026-05-10 19240QAA0 Debt
0.11%
$1.47 1,230,000
17 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAB3 Debt
0.29%
$3.97 4,015,000
18 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.02 -943
19 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
1.26%
$17.43 82,102
20 BILL BILL HOLDINGS INC Since 2026-05-10 090043AF7 Debt
0.15%
$2.05 2,300,000
21 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746804 Equity (Preferred)
0.64%
$8.79 7,120
22 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.04 -87
23 AVAV AEROVIRONMENT INC Since 2026-05-10 008073AA6 Debt
0.14%
$1.92 1,630,000
24 LEU CENTRUS ENERGY CORP Since 2026-05-10 15643UAF1 Debt
0.16%
$2.25 1,555,000
25 SWK Stanley Black & Decker Inc Since 2026-05-10 854502101 Equity (Common)
1.58%
$21.83 277,516
26 XYZ BLOCK INC Since 2026-05-10 852234AK9 Debt
0.25%
$3.45 3,725,000
27 VECO VEECO INSTRUMENTS INC Since 2026-05-10 922417AJ9 Debt
0.14%
$1.94 1,500,000
28 WEC WEC ENERGY GROUP INC Since 2026-05-10 92939UAS5 Debt
0.28%
$3.80 3,715,000
29 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.75%
$10.29 9,194
30 ARRY ARRAY TECHNOLOGIES INC Since 2026-05-10 04271TAC4 Debt
0.12%
$1.64 965,000
31 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.02%
$-0.24 -448
32 SMCI SUPER MICRO COMPUTER INC Since 2026-05-10 86800UAB0 Debt
0.13%
$1.73 1,890,000
33 WT WISDOMTREE INC Since 2026-05-10 97717PAJ3 Debt
0.12%
$1.60 1,380,000
34 XMTR XOMETRY INC Since 2026-05-10 98423FAC3 Debt
0.09%
$1.28 875,000
35 LITE LUMENTUM HOLDINGS INC Since 2026-05-10 55024UAJ8 Debt
0.74%
$10.20 4,500,000
36 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.11 -177
37 MRVL Marvell Technology Inc Since 2026-05-10 573874104 Equity (Common)
2.68%
$36.99 468,652
38 CART Maplebear Inc Since 2026-05-10 565394103 Equity (Common)
0.73%
$10.10 271,654
39 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.67%
$9.18 18,203
40 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -46
41 IRTC IRHYTHM HOLDINGS INC Since 2026-05-10 450056AB2 Debt
0.10%
$1.35 1,060,000
42 MKSI MKS INC Since 2026-05-10 55306NAB0 Debt
0.29%
$4.02 2,390,000
43 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAD1 Debt
0.24%
$3.26 1,630,000
44 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAD4 Debt
0.12%
$1.61 1,420,000
45 KKR KKR & CO INC Since 2026-05-10 48251W500 Equity (Preferred)
0.18%
$2.50 51,020
46 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.54%
$7.41 14,849
47 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.18 -443
48 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAL5 Debt
0.24%
$3.36 3,165,000
49 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452JAD1 Debt
0.07%
$0.97 1,015,000
50 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAM2 Debt
0.18%
$2.54 1,985,000
51 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.69%
$9.56 42,863
52 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAE9 Debt
0.05%
$0.66 555,000
53 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
3.05%
$42.04 177,588
54 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -355
55 NVMI NOVA LTD Since 2026-05-10 66982MAA2 Debt
0.15%
$2.13 1,330,000
56 DDOG DATADOG INC Since 2026-05-10 23804LAD5 Debt
0.20%
$2.71 2,760,000
57 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.03 -962
58 PI IMPINJ INC Since 2026-05-10 453204AE9 Debt
0.10%
$1.34 1,390,000
59 EXPE EXPEDIA GROUP INC Since 2026-05-10 30212PBE4 Debt
0.14%
$1.93 1,745,000
60 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.14%
$43.32 128,169
61 INDB Independent Bank Corp Since 2026-05-10 453836108 Equity (Common)
0.87%
$11.99 148,412
62 ZS ZSCALER INC. Since 2026-05-10 98980GAC6 Debt
0.16%
$2.25 2,425,000
63 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452J307 Equity (Preferred)
0.05%
$0.62 8,290
64 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.13 -678
65 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
1.60%
$22.02 275,104
66 BURL BURLINGTON STORES INC Since 2026-05-10 122017AD8 Debt
0.11%
$1.54 1,020,000
67 NEE NEXTERA ENERGY INC Since 2026-05-10 65339F663 Equity (Preferred)
0.11%
$1.53 27,680
68 AFRM AFFIRM HOLDINGS INC Since 2026-05-10 00827BAD8 Debt
0.15%
$2.04 1,980,000
69 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AG0 Debt
0.17%
$2.29 2,305,000
70 QXO QXO INC Since 2026-05-10 82846H504 Equity (Preferred)
0.16%
$2.25 35,540
71 ZTS ZOETIS INC Since 2026-05-10 98978VAY9 Debt
0.16%
$2.22 2,170,000
72 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -318
73 INDI INDIE SEMICONDUCTOR INC Since 2026-05-10 45569UAA9 Debt
0.08%
$1.13 1,090,000
74 WULF TERAWULF INC Since 2026-05-10 88080TAE4 Debt
0.10%
$1.39 1,480,000
75 EFSC Enterprise Financial Services Since 2026-05-10 293712105 Equity (Common)
0.35%
$4.87 84,871
76 CELC CELCUITY INC Since 2026-05-10 15102KAA8 Debt
0.09%
$1.28 545,000
77 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
2.89%
$39.77 7,951
78 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AF2 Debt
0.10%
$1.39 945,000
79 NET CLOUDFLARE INC Since 2026-05-10 18915MAC1 Debt
0.31%
$4.30 3,920,000
80 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -225
81 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
1.43%
$19.73 64,498
82 U UNITY SOFTWARE INC Since 2026-05-10 91332UAG6 Debt
0.14%
$1.88 1,675,000
83 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAG2 Debt
0.16%
$2.18 2,420,000
84 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.02%
$-0.31 -103
85 TEM TEMPUS AI INC Since 2026-05-10 88023BAD5 Debt
0.10%
$1.34 1,235,000
86 BWXT BWX TECHNOLOGIES INC Since 2026-05-10 05605HAD2 Debt
0.15%
$2.11 2,050,000
87 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
3.37%
$46.41 193,956
88 ATEC ALPHATEC HOLDINGS INC Since 2026-05-10 02081GAC6 Debt
0.15%
$2.01 1,645,000
89 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
1.18%
$16.28 615,651
90 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -63
91 SNOW SNOWFLAKE INC Since 2026-05-10 833445AD1 Debt
0.20%
$2.81 2,000,000
92 MSTR STRATEGY INC Since 2026-05-10 594972AT8 Debt
0.10%
$1.37 1,535,000
93 CBU Community Financial System Inc Since 2026-05-10 203607106 Equity (Common)
0.79%
$10.87 173,884
94 MIR MIRION TECHNOLOGIES INC Since 2026-05-10 60471AAA9 Debt
0.20%
$2.76 2,140,000
95 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -172
96 W WAYFAIR INC Since 2026-05-10 94419LAP6 Debt
0.19%
$2.62 1,530,000
97 UHS Universal Health Services Inc Since 2026-05-10 913903100 Equity (Common)
0.69%
$9.51 47,263
98 ASTS AST SPACEMOBILE INC Since 2026-05-10 00217DAE0 Debt
0.19%
$2.63 1,930,000
99 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.54%
$21.24 29,646
100 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAH5 Debt
0.25%
$3.44 1,980,000
101 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.10 -1,640
102 FFIN First Financial Bankshares Inc Since 2026-05-10 32020R109 Equity (Common)
0.33%
$4.53 142,299
103 SOFI SOFI TECHNOLOGIES INC Since 2026-05-10 83406FAA0 Debt
0.18%
$2.41 2,035,000
104 RGLD Royal Gold Inc Since 2026-05-10 780287108 Equity (Common)
1.75%
$24.08 91,445
105 LUV Southwest Airlines Co Since 2026-05-10 844741108 Equity (Common)
0.77%
$10.62 223,510
106 LUNR INTUITIVE MACHINES INC Since 2026-05-10 46125AAA8 Debt
0.17%
$2.36 1,320,000
107 DASH DOORDASH INC Since 2026-05-10 25809KAA3 Debt
0.13%
$1.84 1,840,000
108 VIAV VIAVI SOLUTIONS INC Since 2026-05-10 925550AJ4 Debt
0.21%
$2.93 1,560,000